Manager Management

SAM SOLTANI

Brandeis IBS

*** ***** ******, *******, ** 02454

617-***-**** - ********@********.***

SUMMARY

MSF candidate with over three years of experience in the financial services with focus on relationship

management and corporate trust. Highly motivated individual with diverse background, strong analytical

skills, excellent communication and interpersonal skills.

EDUCATION

MSF, Finance August 2010

BRANDEIS INTERNATIONAL BUSINESS SCHOOL, Waltham, MA

Intensive Training September 2008

INVESTMENT BANKING INSTITUTE

Completed a four week intensive course on financial analysis, valuation methodologies and

advanced financial modeling

Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent

transactions analysis and (iii) discounted cash flow (DCF) analysis

Built fully-integrated financial statements projection model, LBO model, accretion/dilution

merger models

Bachelor of Arts in Economics 2001 - 2005

Minor in Mathematics and Statistics

UNIVERSITY OF MASSACHUSETTS, Amherst, MA

EXPERIENCE

Relationship Manager 2007 - Present

U.S. BANK N.A., Boston, MA

Act as trustee or agent for Municipal and Corporate bonds, and Trust Preferred securities

Maintain and enhance business relationships with assigned customers

Cross-sell banking services and products to clients to generate revenue

Function as the single point of contact for all institutional clients

Actively Participate in business and networking events to establish the position of the bank as a

leader within the territory

Review and analyze documents of new debt issues to understand the deal structure and coordinate

closing activities and account set-up

Associate 2006 - 2007

BANK OF NEW YORK, Boston, MA

Collaborated with three relationship managers in bond closing, cash management, and debt

service payment to bond holders

Served as secondary point of contact for institutional clients as well as a liaison between internal

business units and auditors

Effectively resolved and responded to client requests/inquiries in a timely manner

Monitored cash balances, overdrafts, investments, tenders, and trades

IT Intern Summers 2000 - 2004

ADHERIS, INC., Burlington, MA

Efficiently analyzed data by programming SQL

Tested new internal software applications to ensure quality service

Collaborated with senior web designer in designing a more effective website for the

company’s clients

OTHER

Extensive experience in MS Office, Lotus Notes, SQL, STATA, Bondmaster

AAFM ™ CMA ™

Member of American Academy of Financial Management

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